Codey Fredriksson-Ellison Email & Phone Number

New York, US

Montrouge, -, FR

Montrouge, -, FR

• Assisted with $500 million+ private credit firm, structured at a small business investment company (SBIC), that originates private loans investing across multiple industries at the top of capital structure (i.e. SaaS.
• Developed covenant spreadsheets for 30+ portfolio companies using the credit agreements to organize interest invoice dates, applicable margin rates, and amortization schedules
• Tracked progress of each investment and ensured the borrower would not default on the loan
• Built a portfolio overview providing insight into each investment from business description, key performance indicators, leverage ahead, leverage through & total leverage – designed for the CIO for investor meetings
• Actively participated on structuring a deal through research associated to Porter’s Five Forces, cohort retention analysis, calls with management and industry professionals in order to conduct proper due diligence on.
• Documented investment committee minutes for audit, and developing interest invoices data organization

• Assist in $200 million single-family office investments across various asset classes in both private and public market
• Compose executive summaries, watchlists, and quarterly earnings snapshots for 14 investments on portfolio and yield analysis based on company SEC filings and equity research reports
• Coordinate and join 20+ investment presentations and quarterly earnings calls with venture capitals, special solutions funds, BDCs and compose investment thesis for deep-valued equities

Milwaukee, WI, US

• Analyze financial situation of clients and formulate a suggested needs-based solution that incorporates risk management, wealth accumulation, and wealth distribution
• Implement direct marketing efforts to source potential clients, schedule meetings, and collaborate with joint-work partners in discussing company’s products
• Utilize various proprietary software programs to develop illustrations to assist clients in their understanding of the company’s products

• Supported administrative team through research and developing an Excel spreadsheet of 1,800 potential clients in the interest of gaining new accounts
• Analyzed our competitors in pursuance of Piksel’s low cost strategy for a competitive advantage
• Conducted 30 calls to targeted clients, secured 5 organized meetings which resulted in 4 new accounts, increasing their revenue stream